Wealth manager Brooks Macdonald Group has issued a profit correction today after identifying a £5m error on its full year figures published in September.
Average wealth from assets has grown by 59% over the past decade, according to a new report.
Wealth manager St James’s Place is offering 'virtual' work experience to 1,000 young people in July to provide a financial services career taster.
Financial services-focused US private equity firm Lovell Minnick Partners (LMP) is to acquire a majority stake in London-based wealth manager London & Capital.
Wealth manager JM Finn has reported a 125% increase in net organic flows for the year ending 31 December.
Wealth manager St James’s Place (SJP) has added two new tools for partners to help them to identify and support clients showing signs of financial vulnerability.
Quilter Cheviot Europe (QCE), the Irish subsidiary of wealth manager Quilter Cheviot, has added two Financial Planners to its Dublin team.
Globally 64% of Millennials (people in their mid 20s to 35) and 51% of people in the 35-54 age bracket are willing to pay more for personalised investing products and services including financial advice, according to a new report.
Wealth manager and Financial Planner BRI Wealth Management has appointed Dan Boardman-Weston as its next CEO from 1 April.
Wealth management skills have become core for Financial Planners as the profession moves upmarket.
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